Capital Gain Distribution Analysis

MEIIX - Managers

Nevin P. Chitkara

Manager

Start Date

May 31, 2006

Tenure

11.76

Tenure Rank

4.2%

Nevin Chitkara is an investment officer of MFS Investment Management (MFS®) and a portfolio manager of the firm's value, total return, and global total return portfolios.
Prior to being named portfolio manager in 2006, Nevin was an equity research analyst specializing in the business services, cellular telephone, and telephone services industries. Nevin joined MFS in 1997. Previously, he served on the corporate audit and business development staffs of General Electric Co.

Steven R. Gorham

Manager

Start Date

Jan 21, 2002

Tenure

16.12

Tenure Rank

2.2%

Steven R. Gorham, CFA, is an investment officer of MFS Investment Management® (MFS®) and a portfolio manager of the value and global balanced portfolios of our mutual funds, variable annuities, and institutional investment products.
Steve joined MFS in 1989 as a teleservices representative and became a member of the Financial Advisor Division sales desk in 1991. In 1992 he joined the Equity Research Department, and he became a research analyst in 1993 and an investment officer in 1996. He was named portfolio manager in 2000.